Meet Our Team

  • Brian Brescia

    CPA, CFP®, PFS
    Managing Partner/Founder

    More

  • Radha Rai

    ESQ.
    Managing Partner
    Chief Compliance Officer

    More

  • Michele Brescia

    Partner, Chief Relationship Officer

    More

  • Steven E. Marcus

    Chief Investment Officer

    More

  • Frank M. Ashley, III

    CPA/PFS
    Senior Investment Officer

    More

  • P. Jill Ashley

    CPA
    Senior Wealth Manager

    More

  • Jay L. Marmer

    Managing Director

    More

  • Tracey L. Davis

    Operations Manager

    More

  • Neil Matlins

    Senior Investment Officer

    More

  • Tim Schmedes

    Client Engagement Manager

    More

  • Savannah Braswell

    Mergers and Acquisitions Strategist
    Client Relations Manager

    More